HNW client percentage for Supported firms serving clients in Kansas

Supported firms active in Kansas 119 firms

Very Low 0%-8%

Low 8%-18%

Typical 18%-28%

High 28%-39%

Very High 39%-65%

5th 20th 40th 60th 80th 95th

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Yeisley Wealth Solutions, Inc.	Very Low 1%	4	425	$170K
Cobler Capital Management, LLC	Very Low 3%	21	714	$250K
Aspire Wealth Management	Very Low 4%	13	302	$170K
S&A Financial Services, Inc.	Very Low 7%	84	1,160	$300K
Beacon Wealth Advisory	Very Low 0%	—	275	—
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Copperline Wealth Management & Planning	High 28%	122	430	$290K
MN Wealth Advisors, LLC	Typical 20%	112	571	$690K
Paladin Financial	Low 12%	61	494	$400K
The Perspective Group	High 36%	105	295	$760K
Boulder Investment Group	Typical 24%	35	144	$490K
Gibco Capital Advisors	Typical 21%	59	285	$290K
Derks Financial, LLC	Low 15%	40	275	$280K
MRM Group	Typical 20%	27	136	$310K
Lakeshore Wealth Management LLC	Low 9%	35	407	$190K
ProActive Capital Management, Inc.	Low 16%	41	261	$530K
Diversified Wealth Advisors, LLC	Low 10%	37	375	$280K
StewardRight	Low 10%	35	358	$190K
Berkeley Capital Management, LLC	Low 9%	32	354	$340K
Cornerstone Advisors	Typical 22%	100	464	$570K
Garner Asset Management Corporation	Very High 86%	96	112	$3.3M
Tranquilli Financial Advisor, LLC	High 36%	80	221	$900K
ETF Portfolio Partners, Inc.	Typical 25%	107	429	$980K
Stewardship Capital	Low 15%	57	385	$430K
VCP Financial LLC	Very High 65%	252	385	$290K
Elevation Advisory Partners LLC	Low 15%	58	378	$600K
Everest Wealth Management	Typical 20%	18	91	$2.6M
RCA Wealth Strategies LLC	Very Low 4%	11	262	$230K
MOKAN Wealth Management	Very High 54%	93	173	$1.4M
Perspective Advisors, LLC	Very Low 3%	6	172	$190K
Core Partners	Very Low 4%	10	254	$180K
Angell Capital Management, LLC	High 28%	47	169	$630K
Launch Wealth	Low 13%	22	164	$310K
Next Generation Investing, LLC	Very High 47%	115	245	$510K
Nova R Wealth, Inc.	High 35%	113	323	$1.3M
Gentry Private Wealth	High 37%	88	241	$970K
Balanced Financial Planning, Inc.	Very High 73%	58	80	$2.3M
Legacy Advisory Limited Company	Low 14%	21	149	$680K
First Investment Corporation	Low 13%	28	221	$300K
Generations Wealth Design	High 33%	48	147	$350K
Sarver Vrooman Wealth Advisors LLC	Very High 42%	122	291	$1.5M
Legacy Investment Partners, LLC	High 33%	72	216	$1.8M
Strategic Asset Management, LLC	Low 8%	11	143	$200K
World Class Unlimited, Inc.	Low 9%	13	143	$370K
Douglass Investment Group	Very High 39%	55	142	$1.1M
Glass Lakes Capital Management LLC	Very High 64%	89	140	$1.3M
McAllister Capital Management	Very High 44%	92	210	$1.5M
L & M Wealth Management and Retirement Solutions, LLC	Low 15%	20	136	$490K
North Fork Financial, LLC	Very Low 1%	2	136	$200K
Luken Investment Analytics, LLC	High 31%	83	267	$1.1M
Delta Wealth Solutions, LLC	Low 16%	21	133	$680K
Legacy Map Design, LLC	Very Low 5%	7	131	$47K
Index Wealth Advisors, LLC	Typical 27%	35	129	$280K
Ryan Poage & Co.	Low 13%	24	191	$600K
Nvest Advisors, LLC	Very Low 2%	3	189	$110K
Sphinx Investments LLC	Low 9%	11	125	$370K
Dogwood Wealth Management, LLC	High 37%	87	233	$1.1M
Denali Financial Group, LLC	Typical 25%	14	57	$630K
Konza Global Wealth Group	High 29%	33	112	$1.1M
Wealth Management Solutions	Typical 24%	40	168	$630K
Equitta Advisors LLC	High 36%	39	109	$820K
Lashley Wealth Management	Very High 64%	34	53	$1.4M
Sonas Financial Group, Inc.	Very High 43%	45	105	$1.3M
Wilshire-Pennington Group, Inc.	Very High 82%	84	103	$510K
Sapphire Wealth Planning LLC	Very Low 2%	2	100	$120K
Tax Favored Retirement	Very Low 6%	9	149	$280K
Divvi Wealth Management	Typical 21%	42	197	$650K
Insight Investment Advisers LLC	Typical 23%	34	145	$490K
Rise Retirement, LLC	Low 15%	14	96	$280K
White Sand Wealth Management	High 29%	55	188	$880K
Iron Horse Financial Services LLC	Very Low 6%	8	140	$360K
Collaborative Portfolio Management	High 37%	68	182	$830K
Yukon Wealth Management, Inc.	Very High 45%	41	91	$5.1M
Mooberry Financial Management, LLC	High 29%	13	45	$0
Financial Design Studio, Inc.	Typical 24%	32	134	$780K
Storyone Family Office	Very High 39%	51	132	$1.7M
Providence Financial Advisors, LLC	High 33%	58	175	$1.1M
Snider Talbot Financial Planning LLC	Low 8%	13	170	$370K
Schwantes Financial, LLC	Low 14%	12	84	$600K
Clearpath Wealth Management, L.C.	Typical 19%	31	165	$390K
Curtis Capital Advisors	Typical 24%	20	82	$2M
Priority Financial Partners	Very High 55%	44	80	$1.3M
Greystone Capital Partners Group LLC	Low 15%	24	157	$370K
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
Fern Financial Group, LLC	Typical 23%	18	77	$680K
FinanciaLife Outfitters LLC	Typical 19%	15	77	$400K
Mike Wolters & Associates, Ltd.	Very Low 1%	1	74	$260K
Mercury Capital Management, Inc.	Very Low 0%	—	72	$220K
Tessara Wealth	Very High 40%	57	143	$1.1M
Aspen Wealth Management, Inc.	High 32%	33	102	$810K
Fiduciary Trust Private Wealth Counsel LLC	Low 10%	7	67	$270K
Oak Road Wealth Management	Low 9%	9	100	$350K
Trinity Capital Management, LLC	Very High 58%	38	65	$840K
Schnell Financial Group, LLC	High 33%	30	91	$700K
Family Legacy Advisors, LLC	Low 9%	10	116	$0
ViaWealth, LLC	Very High 57%	49	86	$3M
Redstone Advisors Inc	Very High 67%	66	98	$2.7M
Financial Avenues	Very High 53%	50	94	$1.5M
K2 Wealth Management LLC	Very High 100%	70	70	$1.7M
EVP Capital Advisors, LLC	Very High 57%	26	46	$1.6M
Twin Robins Capital	Typical 27%	12	45	$730K
Freedom Value Partners, LLC	Very High 56%	24	43	$1.3M
Next Bloom Wealth	Typical 24%	9	37	$770K
Widener & Asher Asset Management LLC	Typical 23%	8	35	$690K
Black Capital Management, LLC	Very High 69%	33	48	$2.5M
Gaughan & Connealy Wealth Management, LLC	Typical 27%	8	30	$0
Retirement Resources Inc.	Very Low 0%	—	30	$330K
Foundation Wealth Planning	Very Low 7%	2	27	$290K
Pollux Wealth Management	High 38%	15	40	$1.3M
Voyage Wealth Management LLC	High 36%	9	25	$900K
Blazing Star Financial	Very Low 0%	—	22	$160K
Professional Asset Management, Inc	Very High 40%	8	20	$580K
BLDR Wealth LLC	Very Low 0%	—	15	$330K
Midwest Wealth Management Inc	Very Low 0%	—	10	$23K
Investment Consulting Services, LLC	Very High 100%	6	6	—
First American Financial Advisors, Inc.	Very Low 0%	—	11	$1M
Financial Benefits, Inc.	Very Low 0%	—	6	—
Five8 Financial LLC	Very High 50%	1	2	$2.3M
M3Sixty Capital, LLC	Very Low 0%	—	3	$61K
Buffalo Run Wealth Advisors LLC	—	—	—	—
Money & Clarity	—	—	—	—
Prairie Advisory, LLC	—	—	—	—
T & M Financial Inc.	—	—	—	—

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